See which CustomGPT agents are available for a new contact
A new relationship starts in HubSpot. Get your CustomGPT agent list in the same workflow so deciding what support is available takes less hunting.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List CustomGPT Projects
Tool to list all CustomGPT agents. Use when you need to retrieve agent projects with pagination support after setting your API key.
Why this helps
When a contact arrives, checking agent availability in another app adds a context switch before you can decide how to respond.
- Bring your available CustomGPT projects into a new-contact review.
- Reduce manual checking across HubSpot and CustomGPT.
- Use Notis to summarize retrieved agent information in a report.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to list CustomGPT projects when a new HubSpot contact is created and summarize the agents that could support the relationship.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and confirm the report includes the retrieved project list.
Questions about this workflow
Does this workflow create a CustomGPT agent for the contact?
No. It uses the List CustomGPT Projects action to retrieve available projects. Any decision about creating or assigning an agent is left to you.
Can it match an agent to a contact's needs?
Not from the listed event and action alone. Ask Notis to assess agent descriptions if the returned project data includes them, or provide the relevant matching criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Customgpt. A trigger fires from one place; an action lands in another.
Hubspot triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete CustomGPT Project License
Tool to delete a CustomGPT project license by ID. Use after confirming both projectId and licenseId; this permanently removes the license.
Contact Created Trigger
Contact Created Trigger
Get Project License
Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Project Settings
Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.
Get Usage Limits
Tool to get user's agents, words, and queries usage limits. Use when you need to check current account quotas after authentication.
Get Current User Profile
Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
List Conversation Messages
Tool to list messages in a conversation. Use when you need to retrieve the full chat history after starting a conversation session.
List CustomGPT Project Licenses
Tool to list all licenses for a CustomGPT project. Use when you have a project ID and want to fetch its license entries.
Connect any two apps with Notis in the middle.
Hubspot and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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